M 9115 Advanced Finance and Budgeting Budgets
ASSIGNMENT OUTLINE
Assignment title: Analysing a company’s performance
Weighting: 30%
Faculty responsible: John Ryan
Programme: Masters Executive Digital
Course name: M 9115 Advanced Finance and Budgeting
Hand-in date for Turnitin: N/A
Assignment Overview:
Individual project:
Choose a company and using vertical analysis review their efficiencies when compared to another company within the same industry.
Using horizontal analysis, explain how the company is progressing year on year over a three year period and compare the two companys performances.
Explain the differences between the two companies, highlighting who you feel is doing the better job.
Learning outcomes:
Implement advanced planning and control techniques in the budgeting process.
Manage the budgeting process.
Apply cost estimation techniques.
Forecast revenues and expenses under uncertainty.
Organisation and methodology:
This is a written document, carried out individually.
Resources available:
Open book. Use all the resources necessary to understand how to create and manage a budget.
RUBRIC:
10-8.5
8.49-8
7.9-7
6.9-6
5.9-1
I. Choose a company and using vertical analysis review their efficiencies when compared to another company within the same industry.
The information, imported from a credible source, i.e. verified accounts from company annual reports or financial websites e.g. marketwach, every number is analysed for both companie and the comparison covers financial efficieny and liquidity reflecting on the differences between the two companies. External reading and reference is required,
The information, imported from a credible source, i.e. verified accounts from company annual reports or financial websites e.g. marketwach, most numbers are analysed for both companie and the comparison covers financial efficieny and liquidity reflecting on the differences between the two companies. External reading and reference is required,
The information, imported from a credible source, i.e. verified accounts from company annual reports or financial websites e.g. marketwach, a good analysis for the comparison covers financial efficieny and liquidity reflecting on the differences between the two companies. External reading and reference is required,
The information, imported from a credible source, i.e. verified accounts from company annual reports or financial websites e.g. marketwach, a comparison is made between the companies reflecting on the differences between the two companies. External reading and reference is required,
If the numbers are not credible, the comparison is not complete or not providing adequate detail.
II. Using horizontal analysis, explain how the company is progressing year on year over a three year period and compare the two companys performances.
Using the same information compare the perfromance for the companies over a three year period to see how they do in comparison to eachother. Use market information to help identify the exact cause of changes in that time, between the two companies.
Using the same information compare the perfromance for the companies over a three year period to see how they do in comparison to eachother. Use market information to help identify the possible reasons of changes in that time, between the two companies.
Using most of the information compare the perfromance for the companies over a three year period to see how they do in comparison to eachother. Use market information to help identify the possible reasons of changes in that time, between the two companies.
Using most of the information compare the perfromance for the companies up to a three year period to see how they do in comparison to eachother. Use market information to help identify the possible reasons of changes in that time, between the two companies.
Failure to make adequate comparisons and / or to justify the findings with real market information.
III. Using variance analysis to justify the differences between the initial and optimistic budget.
Using at least 5 variance analyses, for both companies, explain how you can more clearly elaborate on the findings from point 2, above.
Using at least 4 variance analyses, for both companies, explain how you can more clearly elaborate on the findings from point 2, above.
Using at least 3 variance analyses, for both companies, explain how you can more clearly elaborate on the findings from point 2, above.
Using at least 2 variance analyses, for both companies, explain how you can more clearly elaborate on the findings from point 2, above.
Failure to use or adequate explain variances and linking them to the findings of the previous step.
10% of each section is based on the level of English demonstrated within the report.
Common skills: assessed (bold) or developed (italics):
MANAGING AND DEVELOPING SELF
1.Manages own role and responsibilities
2. Manages own time in achieving objectives.
3.Undertakes personal and career development
4. Transfers skills gained to new and changing situations and contexts.
5.Uses a range of thought processes
WORKING WITH AND RELATING TO OTHERS
6.Treats others’ values, beliefs and opinions with respect
7.Relates to and interacts objectively with individuals and groups
8.Works effectively as a member of a team
COMMUNICATING
9.Receives and responds to a variety of information
10.Presents information in a variety of visual forms
11.Communicates in writing
12.Participates in oral and non-verbal communication
MANAGING TASKS AND SOLVING PROBLEMS
13.Uses information sources
14. Deals with a combination of routine and non-routine tasks
15.Identifies and solves routine and non-routine problems
BECOMING NUMERATE AND USING TECHNOLOGY
16.Applies numerical skills and techniques
17.Uses a range of technological equipment and systems
Plagiarism:
Plagiarism is the act of presenting another’s ideas or words as one’s own. Cheating includes, but is not limited to, the intentional falsification or fabrication of any academic activity, unauthorized copying of another person’s work, or aiding and abetting any such acts.
Particular care must be taken when presenting information that has been obtained from an internet site. Should this information not be correctly referenced, then you are guilty of plagiarism and will be penalised accordingly.
With respect to projects/assignments, faculty reserves the right to randomly call upon any student and ask them to defend their work orally.
Any assignment/exam which is found to contain plagiarism will automatically be awarded a grade of 0, and an e-mail will be sent to the student or the student’s parents/tutors/sponsors. Depending on the circumstances, additional penalties could be imposed (see LRM Academic Regulations, Section 11).
Statement of authorship
Following the title page of your assignment there should be a page on which you sign a statement that the work included in the assignment is your own work except where appropriately referenced. The following statement should be used:
Statement of authorship
I certify that this assignment is my own work and contains no material which has been submitted as part of an assignment in any institute, college or university. Moreover, to the best of my knowledge and belief, it contains no material previously published or written by another person, except where due reference is made in the text of the assignment.
Signed
Name
Student number.
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